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Assumptions

20

Mar

The Critical Role of Assumptions in Financial Planning: Why Strategic Income Group Stands Out

Financial planning is only as robust as the assumptions underpinning it. Every retirement plan relies on expectations regarding inflation, investment returns, life expectancy, Social Security benefits, and periodic expenses. Unfortunately, many financial plans falter because these assumptions are not meticulously…

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🟢 Phase I

(100 Series)

Foundation

Establishing financial principles and key wealth-building fundamentals.

🟡 Phase II

(200 Series)

Accumulation

Growing and managing wealth effectively with tax efficiency and disciplined investing.

🔵 Phase III

(300 Series)

Strategic Income

Generating income, preserving wealth, and preparing for legacy & generational impact.

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🔵 Phase III

Strategic Income

(300 Series)
Generating income, preserving wealth, and preparing for legacy & generational impact.

301 - Retirement Planning & Income Distribution (Basic Level)
Core retirement planning principles, Social Security strategies, and tax-efficient withdrawal plans.

302 - Advanced Strategies in Retirement & Generational Wealth (Advanced Level)
Estate planning, charitable giving, Roth conversions, and sustainable retirement income planning.

303 - High-Level Legacy, Business Succession & Tax Optimization (Pro Level)
Ultra-high-net-worth legacy structuring, business exits, dynasty trusts, and tax minimization strategies.

🟡 Phase II

Accumulation

(200 Series)
Growing and managing wealth effectively with tax efficiency and disciplined investing.

201 - Introduction to Investing & Wealth Growth (Basic Level)
Understanding investment vehicles, diversification, risk management, and setting long-term financial goals.

202 - Optimizing Wealth Through Smart Investing (Advanced Level)
Portfolio optimization, tax-efficient investing, passive income strategies, and private investment fundamentals.

203 - Maximizing Returns & Private Market Strategies (Pro Level)
High-net-worth investing strategies, hedge funds, private equity, and venture capital opportunities.

🟢 Phase I

Foundation

(100 Series)
Establishing financial principles and key wealth-building fundamentals.

101 - Financial Stewardship & Money Management (Basic Level)
Fundamental financial principles, budgeting, debt elimination, and the mindset of stewardship.

102 - Building a Strong Financial Foundation (Advanced Level)
Expands on core financial principles with cash flow planning, emergency fund structuring, and insurance basics.

103 - High-Level Financial Structuring & Risk Management (Pro Level)
Advanced risk management strategies, foundational estate planning, and long-term wealth preservation fundamentals.

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  • 2330 W Ray Rd. #3, Chandler, AZ 85224
  • Monday - Friday

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  • Daily Inspiration 4/17/2024

    I will help save and make my clients money today than they had yesterday.

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    • Financial Reports

    2023 Market Analysis
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    		Keri AlcosReport Name / Date
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    Keri Alcos, CWS ®

    Associate Financial Planner| Licensed Medicare Specialist
    (480) 999-9906
    Keri Alcos joins Strategic Income Group as a seasoned associate financial planner and licensed Medicare specialist with 20+ years in the financial services industry. Keri brings with her the Certified Wealth Strategist ® designation and she is also a Licensed Medicare Agent. Keri has significant expertise in managing investment portfolios and creating comprehensive financial plans for clients at large brokerage firms including, Charles Schwab & Company, Morgan Stanley, and USAA. She has a highly robust depth of knowledge in wealth management solutions, financial planning strategies, tax management, and Medicare health care solutions.

    As a former collegiate athlete, Keri has a passion for health and loves educating and helping others with Medicare solutions tailored to their unique health needs and wellness preferences. She was born in Southern California and graduated from the University of Cal State Long Beach with a BA in Psychology. Keri has been married to her wonderful husband Michael for almost 7 years, who retired from the United States Air Force after 20 years of service. As a blended family, they have four amazing children: Dylan (21), Katelyn (17), Ian (13) and Ella (5).

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